With a passion for organization and efficiency, Estelle provides crucial administrative support to the wealth advisory team. She specializes in streamlining workflows and maintaining meticulous records, ensuring smooth operations and enhanced client satisfaction.

The dynamic nature of the finance industry appeals to Estelle, providing ample opportunities to support clients and their families in achieving their financial goals. She takes pride in contributing to their well-being by providing dedicated, professional service.

Estelle’s drive for continuous growth and learning is one of her best qualities. This allows her to continuously exceed expectations—for both clients and the team—and make positive, direct impacts to the success of clients’ financial strategies.